Richard Romer-Lee

Collaborator
DISC Type : is

Chief Executive Officer at Square Mile Investment Consulting & Research

Greater London, England, United Kingdom

Overview

Richard Romer-Lee is the co-founder and CEO of Square Mile Investment Consulting & Research, now part of Titan Wealth where he is also co-CEO of Titan Asset Management. An alumnus of Sherborne School, he is a key industry figure who focuses on long-term investment philosophy and hosts a popular "Talking With" interview series.

Outside of his corporate responsibilities, Richard enjoys sports, particularly sailing, and has competed at Cowes Week. He appreciates classic English humor, citing a love for PG Wodehouse books, and values spending time with his wife and son. He actively supports childrens charities through fundraising events.

After his first research firm was acquired by Morningstar, he made a successful entrepreneurial return by co-founding Square Mile in 2014.

Personality Overview

Good Listener

Appreciative

Fair-minded

They are more likely to go for proven solutions.  Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Investment Consulting
He co-founded and leads Square Mile, a firm dedicated to investment consulting and fund research for financial advisers and institutions.
Entrepreneurship
Co-founded two successful investment research firms, OBSR and Square Mile, and advises aspiring entrepreneurs to focus on culture and cashflow.
Corporate Culture
Believes his primary role is to create a positive environment where talented people can excel and enjoy their work.

Media Appearances

Richard Romer‑Lee at Square Mile Investment Consulting & Research. Featured in IC Research

See Now

Work History

1-2014
Chief Executive Officer at Square Mile Investment Consulting & Research
4-2012 - 12-2012
MD, European Investment Consulting at Morningstar OBSR
7-1999 - 2012
Joint Managing Director at OBSR

Education

Richard has no verified education history

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater London, England, United Kingdom Job Level : Leadership Designation : Chief Executive Officer at Square Mile Investment Consulting & Research
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Summarize the key points at the end of the conversation
  • Show genuine interest in solving their problems
  • Show them how they look good by making this decision

DONT's

  • Don’t sound very transactional
  • Don’t give the impression of being unproven or risky
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Richard

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Richard take some risk or not?

  • They probably won’t put a lot at risk.

You And Richard

Personality Compatibility


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